Archive for March, 2010


26
Mar

Friday Bullets

  Last day of vacation…. Yesterday = not pretty in energy land. Last 3 weeks = pretty much the same, under-performance during the melt up. Reasons for this separation a bit of a head scratcher but a combination of exhaustion, spring time doldrums for energy demand, post 4Q news/catalyst lull, continued weak natural gas prices, […]


25
Mar

Thursday Bullets

  Inspecting more beach bars today so just a few bullets ….   Jimmy Buffet’s sister’s place LuLu’s is worth a visit – good Mahi Mahi, better shrimp, beer running very cold and fast. TAT – moving back up… expecting another update there in early April. Should hear something regarding their Turkish/Kurdish exploration efforts although […]


24
Mar

Hump Day Bullets

  Still on my Gulf Coast rig inspection tour. Some very brief bullets …   LINE Deal Thoughts: Not bad.  $330 mm for Antrim Shale assets with current production of 30 MMcfepd; reserves of > 266 Bcf announced Monday evening, Cheap on both a price per produced Mcf and $ per proved reserve basis LINE […]


23
Mar

Tuesday Post

  Still on vacation. Thanks for keeping me updated yesterday.    


21
Mar

Week of 3/22/10

  I’m on vacation this week. Have a great week, I’ll be infrequently in and out and will try to get to pressing things after hours.

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